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← 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES

Form 990 for tax year 2022

Filed by 1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEES.

Totals

Total revenue
$194,795,490
Total expenses
$196,270,003
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$194,135,451
Investment income
$597,413
Other revenue
$62,626
Total assets, end of year
$152,709,836
Total liabilities, end of year
$27,700,799
Net assets or fund balances, end of year
$125,009,037
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYERS CONTRIBUTION

    total $138,411,599 · related or exempt $138,411,599

  • 2b · Program service revenue: NYS QIVAPP FUNDING

    total $49,028,431 · related or exempt $49,028,431

  • 2c · Program service revenue: MEMBER PREMIUMS

    total $6,583,442 · related or exempt $6,583,442

  • 2d · Program service revenue: COBRA PAYMENTS

    total $111,979 · related or exempt $111,979

  • 3 · Investment income

    total $569,132 · excluded $569,132

  • 7a · Gross sales of assets other than inventory

    other assets $155,813,674

  • 7b · Less cost or other basis and sales expenses

    other assets $155,785,393

  • 7c · Gain or loss

    other assets $28,281

  • 7d · Net gain or loss

    total $28,281 · excluded $28,281

  • 11a · Other revenue: BANK EARNING CREDITS

    total $50,458 · excluded $50,458

  • 11b · Other revenue: EMPLOYER INTEREST

    total $10,290 · excluded $10,290

  • 11c · Other revenue: COLLECTIONS - ACH

    total $1,801 · excluded $1,801

  • 11d · All other revenue

    total $77 · excluded $77

  • 11e · Other revenue, total

    $62,626

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $182,823,637

  • 5 · Compensation of officers, directors and key employees

    total $209,516

  • 7 · Other salaries and wages

    total $4,848,954

  • 8 · Pension plan contributions

    total $589,780

  • 9 · Other employee benefits

    total $2,018,290

  • 10 · Payroll taxes

    total $388,185

  • 11b · Fees: legal

    total $255,001

  • 11c · Fees: accounting

    total $137,254

  • 11f · Fees: investment management

    total $48,090

  • 11g · Fees: other

    total $458,294

  • 13 · Office expenses

    total $717,464

  • 14 · Information technology

    total $378,760

  • 16 · Occupancy

    total $1,985,480

  • 23 · Insurance

    total $140,420

  • 24a · Other expenses: 3RD PARTY ADMIN CHARGES

    total $721,252

  • 24b · Other expenses: MANAGED CARE PRECERT.

    total $549,626

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,094,603 · end of year $14,034,712

  • 4 · Accounts receivable

    beginning of year $27,981,831 · end of year $41,371,786

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,596

  • 12 · Investments: other securities

    beginning of year $81,778,242 · end of year $72,416,367

  • 15 · Other assets

    beginning of year $32,346,898 · end of year $24,886,971

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,842,389 · end of year $1,352,381

  • 25 · Other liabilities

    beginning of year $30,899,797 · end of year $26,348,418

  • 27 · Net assets without donor restrictions

    beginning of year $120,490,984 · end of year $125,009,037

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. SEE SCHEDULE O.TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.

  • THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL (B), THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT. IN 2022 96,861 MEMBERS/PARTICIPANTS RECEIVED HEALTH AND WELFARE BENEFITS.

As filed on the 2022 return.

Listed in Part VII

  • Gladys Confident

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adria Powell

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ling Ma

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marc Kramer

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andrea Thomas-Randall

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Rolla

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Guadalupe Astacio

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vladimir Fortunny

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kwaidavidho

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Keith Joseph

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rona Shapiro

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Yvonne Armstrong

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harold Fong-Sam

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Ratner

    UNION TRUSTEE (BEG. 5/22)

    Total calculated
    $0
    Hours/week
    1

  • Lorraine Monchak

    CHIEF INVESTMENT OFFICER

    Total calculated
    $99,427
    From this org
    $66,754
    From related orgs
    $0
    Other
    $32,673
    Hours/week
    2

  • Donna S Rey

    EXECUTIVE DIRECTOR

    Total calculated
    $50,088
    From this org
    $34,132
    From related orgs
    $0
    Other
    $15,956
    Hours/week
    2

  • Van H Dunn

    CHIEF MEDICAL OFFICER

    Total calculated
    $37,367
    From this org
    $24,951
    From related orgs
    $0
    Other
    $12,416
    Hours/week
    2

  • Mercedes Mambru

    CHIEF FINANCIAL OFFICER

    Total calculated
    $22,634
    From this org
    $15,147
    From related orgs
    $0
    Other
    $7,487
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ALLIANCE FOR HEALTH INC

  • ALLIANCE HOME SERVICES INC

  • AREBA CASRIEL INC

  • AZOR HOME CARE INC

  • BEST CHOICE HOME CARE INC

  • BHRAGS HOME CARE CORP

  • BRONX JEWISH COMMUNITY COUNCIL

  • BUSHWICK STUYVESANT HEIGHTS

  • CABS HOME ATTENDANT SERVICES INC

  • CARE AT HOME DIOCESE OF BROOKLYN INC

  • CHINESE-AMERICAN PLANNING-880

  • CIDNY - INDEPENDENT LIVING SERVICES INC

  • ELDERSERVE - LICENSED HOME CARE SERVICES

  • FAMILY HOME CARE SVCS OF BROOKLYN & QUEE

  • FEGS HOME ATTENDANT SERVICES INC

  • HOME ATTENDANT SERVICES OF HYDE PARK

  • HOME CARE SERVICES FOR INDEPENDENT LIVIN

  • HOME HEALTH MANAGEMENT SERVICE

  • HUDSON RIVER HEALTHCARE-SUFFOLK

  • INSTITUTE FOR FAMILY HEALTH

  • NEIGHBORS HOME CARE SERVICE

  • NY FOUNDATION FOR SR CITIZENS HM ATT SVS

  • PARTNERS IN CARE INC

  • PREMIER HOME HEALTHCARE SERVICES INC

  • PSC COMMUNITY SERVICES INC

  • RAIN HOME ATTENDANT SERVICES INC

  • RICHMOND HOME NEEDS SERVICES INC

  • RISEBORO HOMECARE

  • ROCKAWAY HOME ATTENDANT SERVICES INC

  • SCHOOL SETTLEMENT HOME ATT SERVICE CORP

  • SAINT NICHOLAS HUMAN SUPPORT

  • START RECOVERY AND TREATMENT CENTERS

  • STELLA ORTON HOME CARE AGENCY INC

  • SUNNYSIDE HOME CARE PROJECT INC

  • THE FIRST CHINESE PRESBYTERIAN COMMUNITY AFFAIRS HOME ATTENDANT CORPORATION

  • UNITED JEWISH COUNCIL

  • UPPER MANHATTAN MENTAL HEALTH

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABC HEALTH REGISTRY INC

  • ALL METRO HEALTH CARE

  • BEST CARE INC DBA ALL CITY CARE

  • BEST SERVICE HOME CARE

  • BESTCARE INC

  • COOPERATIVE HOME CARE

  • NO PLACE LIKE HOME CARE SERVICES

  • PEOPLE CARE INCORPORATED

  • PERSONAL TOUCH HOME CARE OF NY INC

  • REGION CARE NURSING

  • RELIANCE HOME SENIOR SERVICES

  • SPECIAL TOUCH HOME CARE SERVICES INC

  • UNLIMITED CARE INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349324315

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